• Determine product strategy, competitive positioning, product features and market focus for Specialty Products.• Ensure that the company receives an adequate return for the risks assumed.• Identify all risks that the company takes and ensure that they are monitored and managed appropriately.• Create and maintain sales forecasting model for Life and LTC sales.• Liaise with distribution teams on marketing and case design.• Implement sales programs to enhance competitive position within the marketplace.• Manage day-to-day inquiries on all M Proprietary products, COLI products, and BOLI products.

• Maintain GGY AXIS liability models to produce quarterly IFRS cash flows.• Calculate IFRS reserves, Source of Earnings, MCCSR.• Develop projections for annual IFRS Plan and IFRS DCAT submissions to Corporate Actuarial.• Perform annual spot checking of IFRS and USGAAP reserves.• Coordinated Valuation Self-Assessment Questionnaire.• Developed projections for monthly OSFI submissions.

• Responsible for working with producers and key accounts on case design and illustrations for Corporate-Owned Life Insurance products (COLI) and Bank-Owned Life Insurance products (BOLI).• Work closely with other members of the COLI/BOLI sales and marketing department to drive sales. • Manage client relationships. • Implement marketing efforts. • Manage internal initiatives critical to market.• Track source of sales. • Analyze lapse data on COLI policies.

• Research and development of innovative estate planning techniques that utilize life insurance products (Term, Universal Life, Variable Universal Life, Private-Placement Variable Universal Life).• Design and implementation of Premium Financing Life Insurance plans, Corporate-Owned Life Insurance (COLI) plans, Bank-Owned Life Insurance (BOLI) plans, Supplemental Executive Retirement Programs (SERP) and Split-Dollar Life Insurance plans.• Creation and automation of company specific spreadsheets, illustrations and marketing presentations using Microsoft Excel, Word and PowerPoint.• Utilization of life insurance company software and products to prepare product performance illustrations for both new business and in-force business.• Performed actuarial analysis of all existing life insurance policies and plans for a prospective client.• Completion of Product Study for multiple life insurance products (AIG, Equitable, Guardian, Hartford Life, ING, Jefferson Pilot, John Hancock / Manulife, Lincoln, Mass Mutual, Metropolitan Life, Midland National, Nationwide, New York Life, Pacific Life, Prudential, Transamerica).• Projection of liability for qualified and non-qualified savings plans.• Consultation with firm’s Chief Actuary on actuarial endeavors.

• Worked start to finish on pension and retiree welfare plan valuations.• Computed benefit calculations.• Produced government forms and year-end disclosures.• Redesigned pension and retiree welfare plans.• Valued supplemental executive retirement plans.• Designed Open Enrollment for retiree welfare plan.